David Sweet Location

Brea, CA, US

David Sweet Work

  • 2009 - now  Founder @ DES Financial Group, LLC
  • 2002 - 2009 Financial Advisor @ Edward Jones

David Sweet Education

  • UC Irvine

    CFP (Personal Financial Planning)

    2005 - 2006
  • California State University, Fullerton

    Bachelor (Business Management)

    1992 - 1996

David Sweet Skills

  • Wealth Management
  • Finance
  • Financial Services
  • Asset Management
  • Securities
  • Wealth
  • Financial Risk
  • Investments
  • Strategic Financial Planning
  • Investment Advisory

David Sweet Summary

David Sweet, based in Brea, CA, US, is currently a Founder at DES Financial Group, LLC. David Sweet brings experience from previous roles at Edward Jones. David Sweet holds a 2005 - 2006 CFP in Personal Financial Planning @ UC Irvine. With a robust skill set that includes Wealth Management, Finance, Financial Services, Asset Management, Securities and more. David Sweet has 1 emails and 1 mobile phone numbers on RocketReach.

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